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Very happy user!
February 23, 2022

Very happy user!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

Primarily CRM via sales progression tracking but also use the proposal system.
  • Customizable
  • Integrates easily into our process
  • Scalable.
  • Would like a simple activity tracking that includes phone calls and emails as prospecting actions.
  • Pays for itself quickly
  • Prevents overlapping of efforts in a multi salesperson environment
  • Forces you to evaluate your model.
Haven't had to utilize support often but quick and helpful responses have been experienced.

Do you think Zoho CRM delivers good value for the price?

Yes

Are you happy with Zoho CRM's feature set?

Yes

Did Zoho CRM live up to sales and marketing promises?

Yes

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

Again, useful and customizable to an extent but not as easy to handle exceptions to the normal sales process.
I believe the cost vs value is exceptional with Zoho. Have recommended it often.
Very suitable for fixed processes that have repeatable activities and products. Little more complicated for those the are more diverse and have exceptions to quotes.

Zoho CRM Feature Ratings

9.0
Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
7
Quote & order management
8
Interaction tracking
10
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.5
Lead management
10
Email marketing
7
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
8.3
Forecasting
9
Pipeline visualization
10
Customizable reports
6
9.0
Custom fields
10
Custom objects
8
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
10.0
Mobile access
10